Bob Zerbe Email and Phone Number
Bob Zerbe is a Partner and Co-founder at A2 Capital Insurance Services. Colleagues describe him as "Kramer Levin represented a PE firm that acquired & later securitized Bob's company's legacy commission streams. Working on these transactions spanning over a year, I got to know Bob well & dealt with him frequently. He has unsurpassed knowledge of bank-owed life insurance, agency business and life insurance generally and always brings sound judgment and insight to the task at hand. He works seamlessly with lawyers, bankers and other professionals to harmonize differences… Show more"
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Partner And Co-FounderA2 Capital Insurance ServicesCharlotte, Nc, Us
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PrincipalZ Benefit Solutions Llc Apr 2004 - PresentCharlotte, North Carolina AreaBank-Owned Life Insurance (“BOLI”) and Corporate-Owned Life Insurance ("COLI") advisor with specialization in private placement variable universal life separate account with stable value wrap. Advisory expertise in product optimization, stable value wrap structuring, and bank supervisory expected risk management processes consistent with safe and sound banking practices.
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Partner/Co-FounderA2 Capital Insurance Services Sep 2007 - PresentStrategic partnership with private equity on Bank-Owned Life Insurance opportunities.
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Board MemberGreenspoint Capital Llc Sep 2015 - PresentSpecial purpose investment entity for run-off book of Bank-Owned Life Insurance receivables.
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Vice President - Treasury GroupWachovia Corp Feb 2002 - Apr 2004Managed BOLI / COLI portfolio, carrier / provider relationships, regulatory compliance, Non-Qualified Deferred Compensation (“NQDC”) plan funding and hedging strategies, and chaired the Pension & Benefits Committee, a fiduciary subcommittee to the Board of Directors. -
Senior ManagerEy Oct 1993 - Feb 2002Financial Audit PracticeSEC filingsStaff Training Program Leader
Frequently Asked Questions about Bob Zerbe
What company does Bob Zerbe work for?
Bob Zerbe works for A2 Capital Insurance Services
What is Bob Zerbe's role at the current company?
Bob Zerbe's current role is Partner and Co-founder.
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